TFG WEALTH MANAGEMENT, LLC is a Newtown, Pennsylvania based financial advisory firm with nearly $152,470,050 in assets under management and provides investment advisory services for 647 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 148025 | |
| SEC#: | 801-116753 | |
| Assets under Management: | $152,470,050 | |
| No. of Clients: | 647 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors, Educational seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SOLICITOR'S FEES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| COPELAND CAPITAL MANAGEMENT, LLC | 135822 | 801-68586 | 2062 | 28 | $3,958,818,527 |
| PARSONS CAPITAL MANAGEMENT, LLC | 114494 | 801-61362 | 1545 | 6 | $601,455,054 |
| STEWART CAPITAL ADVISORS, LLC | 134012 | 801-64212 | 1172 | 10 | $1,247,934,657 |
| BRANDYWINE FINANCIAL GROUP, INC. | 127344 | 801-120393 | 516 | 2 | $104,143,000 |
| VISTA INVESTMENT MANAGEMENT, LLC | 116068 | 801-112652 | 479 | 3 | $212,170,993 |
| CONESTOGA CAPITAL ADVISORS, LLC | 111750 | 801-60133 | 265 | 16 | $8,883,655,011 |
| MCGOWAN & CO LLP | 108736 | 801-56326 | 235 | 3 | $486,282,826 |
| MORGAN STANLEY AIP GP LP | 117050 | 801-60699 | 199 | 185 | $29,616,726,640 |
| GIRARD PENSION SERVICES, LLC | 117901 | 801-60904 | 129 | 11 | $576,819,200 |
| XPONANCE, INC. | 111126 | 801-51407 | 103 | 36 | $14,863,352,766 |
| SUNDANCE ADVISORS | 139741 | 801-66405 | 103 | 2 | $219,000,000 |
| TRINITY INVESTMENT ADVISORS, LLC | 141039 | 801-66958 | 29 | 3 | $261,593,184 |
| OLD GLORY ASSET MANAGEMENT LLC | 126013 | 801-61882 | 19 | 2 | $618,049,393 |
| RADCLIFFE CAPITAL MANAGEMENT, L.P. | 136028 | 801-65461 | 18 | 20 | $5,820,648,440 |
| MORRISON FIDUCIARY ADVISORS, INC. | 127562 | 801-62217 | 16 | 3 | $1,521,197,255 |
| BENEFITWORKS, INC. | 109267 | 801-113855 | 10 | 1 | $9,488,602 |